Technology Vendor Financials Quarterly Analysis - Q3 2009

Introduction

This report provides a detailed analysis of quarterly revenues, profits and market capitalization for companies in the telecoms, communications infrastructure and applications, security, IT services, hardware, information management, software infrastructure, and business applications sectors for Q3 2009.

Scope

*Covers global markets, including North America, EMEA and the emerging markets in APAC and Latin America

*Includes large IT generalists, telecoms, communications infrastructure and applications, security, IT services, hardware, and business applications

*Features a regularly updated market capitalization index

Highlights

The key trends observed during the quarter include Y-o-Y revenue declines for the communications infrastructure, IT generalist and business applications vendors. In terms of profitability, hardware and IT generalist segments' profitability grew more than 30% year-on-year.

Stock prices registered growth across the globe. Hardware, communications infrastructure and it generalist vendors increased their focus on emerging markets in EMEA and Asia pacific.

While EMC, Symantec and Oracle reported the highest revenues in their respective sectors; Cisco, Oracle, CA and Symantec recorded the highest operating profit in their respective sectors

Reasons to Purchase

*Track differences between sub-sectors

*Analyze trends in the industry as a whole

*Benefit from analyst insight into technology evolution and external business pressures which shape the fate of the major IT suppliers


Report Highlights
The key trends observed during the quarter include Y-o-Y revenue declines for the communications infrastructure, IT generalist and business applications vendors. In terms of profitability, hardware and IT generalist segments' profitability grew more than 30% year-on-year.

Stock prices registered growth across the globe. Hardware, communications infrastructure and it generalist vendors increased their focus on emerging markets in EMEA and Asia pacific.

While EMC, Symantec and Oracle reported the highest revenues in their respective sectors; Cisco, Oracle, CA and Symantec recorded the highest operating profit in their respective sectors
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OVUM VIEW 1
CATALYST 1
SUMMARY 1
ANALYSIS 2
communications infrastructure, IT generalist and business applications vendors experienced revenue decline 2
The communications infrastructure sector's revenues fell 17.8% 3
The business applications segment witnessed another tough quarter with revenues falling 9.4% 4
The IT generalist sector continued to struggle in Q3 2009 4
the hardware and IT generalist segments' profitability grew more than 30% year-on-year 6
The hardware sector reported a 32.1% growth in net profit 7
Profits in the IT generalist sector grew by 30% 8
Profits in the IT services, security and business applications sectors grew modestly Y-o-Y 8
stock prices registered growth across the globe 10
hardware, communications infrastructure and IT generalist vendors increased their focus on emerging markets in EMEA and Asia Pacific 12
EMC, Symantec and Oracle reported the highest revenues in their respective sectors 14
Cisco, Oracle, CA and symantec recorded the highest operating profit in their respective sectors 17
FUTURE OUTLOOK 20
APPENDIX 21
Definitions 22
Ask the analyst 22
Disclaimer 22
List of Tables
Table 1: Revenues reported by the IT and telecoms segments, Q3 2008 to Q3 2009 ($bn) 3
Table 2: Revenues and net profit growth/loss reported by the IT and telecoms segments, Q3 2009 7
Table 3: Revenue breakdown for the IT and telecoms sector by geography, July 2009 to September 2009 ($bn) 13
Table 4: Top IT and telecoms companies by revenues, July 2009 to September 2009 15
Table 5: Top IT and telecoms companies by operating profit/loss, July 2009 to September 2009 18
Table 6: Vendors considered for the Technology Vendor Financials Quarterly Analysis 21
List of Figures
Figure 1: Revenues reported by the IT and telecoms segments, Q3 2008 to Q3 2009 2
Figure 2: Net profit growth/loss as reported by the IT and telecoms segments, Q3 2009 6
Figure 3: Market capitalization reported by IT and telecoms segments, July 2009 to September 2009 10
Figure 4: Revenue breakdown by geography, July 2009 to September 2009 12
Figure 5: Top companies by revenues, July 2009 to September 2009 14
Figure 6: Top companies by operating profit/loss, July 2009 to September 2009 17

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